Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEX Inc.WEX · Entity 2285 | Chief Risk and Compliance | July 27, 2026 | July 29, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WEX Inc.
Report date July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,988 |
Reported balance
After 2026-07-27 transaction · row 1
1 source rowRow 1 · 2026-07-27 · Sale · Disposed 3,400 · Balance 7,988 F1: The price listed is a weighted average price. These shares were sold for between $176.00 and $176.29, inclusive. F2: Upon request, the reporting person will provide the Securities and Exchange Commission., WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price listed is a weighted average price. These shares were sold for between $176.00 and $176.29, inclusive.
F2: Upon request, the reporting person will provide the Securities and Exchange Commission., WEX Inc. or any security holder of WEX Inc. with full information regarding the number of shares sold at each separate purchase price.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2021 Filed Mar 17, 2021 21:47 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 16 | $221.08 | $3,537.28 |
DisclosureSEC source: 0001309108-21-000055 · wf-form4_161601758204233.xml · nonDerivative · entry 2 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on March 15, 2021. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:47 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000055 · wf-form4_161601758204233.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,864 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:39 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 946 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000036 · wf-form4_161480751164063.xml · derivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 946 Underlying: Common Stock · 946 shares Expires not disclosed F1 · security: This award was granted as a performance stock unit. The Compensation Committee of the Company's Board of Directors certified that the performance criteria established in connection with this grant had been met as of March 1, 2021. As a result of achieving the performance criteria the award converted from a PSU to an RSU and the reporting person's right to these units was established. F2 · derivative.exercise_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2021. F2 · derivative.expiration_date: Restricted stock units will vest with respect to all of the underlying shares on March 15, 2021. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:48 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 304 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000218 · wf-form4_160824169394634.xml · derivative · entry 3 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 304 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted Stock Units vested on December 15, 2020 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: Restricted Stock Units vested on December 15, 2020 and each RSU converted into one share of common stock. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:48 UTC | WEX Inc. WEX · Entity 2285 | Tax withholdingCommon Stock | 90 | $184.93 | $16,643.70 |
DisclosureSEC source: 0001309108-20-000218 · wf-form4_160824169394634.xml · nonDerivative · entry 2 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,811 F1 · kind: Represents tax withholding in connection with the vesting of the Restricted Stock Units ("RSUs") on December 15, 2020. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:48 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000218 · wf-form4_160824169394634.xml · nonDerivative · entry 1 Drew Ann Elena · CIK 0001834871 · Chief Risk and Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,901 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.